Position in IVT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$93,385
New position
Shares Held
2,638
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#234
of 339 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $4,373,755 across 11 REIT - Retail names. IVT ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
52,332 | $3,242,490 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
16,081 | $507,033 | |
| 3 | SPG |
Simon Property Group Inc.
|
1,800 | $402,570 | |
| 4 | IVT |
InvenTrust Properties Corp.
This page
|
2,638 | $93,385 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
1,010 | $42,036 | |
| 6 | SKT |
Tanger Inc.
|
750 | $29,602 | |
| 7 | REG |
Regency Centers Corp
|
283 | $22,566 | |
| 8 | KRG |
Kite Realty Group Trust
|
706 | $20,036 |
All Filings in IVT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,385 | 2,638 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||